Grant's Podcast

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You've read their prose. Now hear their voices. Listen to Jim Grant and Evan Lorenz talk high finance, Grant's-style, with plenty of wit and historical context to enliven their discussion of today's foremost investment topics. Welcome to Grant's Radio!

You've read their prose. Now hear their voices. Listen to Jim Grant and Evan Lorenz talk high finance, Grant's-style, with plenty of wit and historical context to enliven their discussion of today's foremost investment topics. Welcome to Grant's Radio!

You've read their prose. Now hear their voices. Listen to Jim Grant and Evan Lorenz talk high finance, Grant's-style, with plenty of wit and historical context to enliven their discussion of today's foremost investment topics. Welcome to Grant's Radio!

Language:

English

Episodes

Ed Yardeni, President of Yardeni Research, Inc. and author of Predicting the Markets, A Professional Autobiography, joins Jim for a lively discussion.
1:52 Interest #rates, then and now
4:11: “The #bond market has been rigged”
7:22 #Inflation is the big risk
12:08 Has #macroeconomics succeeded?
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Jim, Evan and Phil discuss the latest happenings in the Middle Kingdom and around the globe.
1:17 The People's Republic of #Debt
3:17 #Zombie bond market for zombie companies
7:10 ECB scorns #tariffs, buys bonds
13:09 The perils of #social media
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Stephen Stanley, chief economist and Xavier Negroni, co-head of the finance desk at Amherst Pierpont Securities, join the Grant’s team to try and make sense of the jump in short rates, while speculating on the Fed’s next move.
2:17 The mighty #dollar is getting no respect
6:48 The Feds Powell debuts in front of #congress
8:30 What are #credit spreads telling us?
11:15 "#Investors have lots of choices"
17:00 Stephen forecasts the 2018 #rate hike regime
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Jon Boyar, president of Boyar Research, joins the team to discuss opportunities in U.S. equities that are not eligible for the major indices.
1:45 Jon’s approach to finding #value
5:40 Patience is a virtue
11:55 Jon’s investment process and a few of his favorite #stocks
Subscribe to Grant's Podcast on iTunes & Stitcher. Grant's Interest Rate Observer is available at http://www.grantspub.com

Kai Stinchcombe, co-founder and CEO of True Link Financial, joins the team to discuss his recent article questioning the utility of the supposedly-groundbreaking software for digital assets.
2:07 The case against the #blockchain
4:14 A costless and decentralized form of exchange: #Cash
4:45 #Bitcoin conference doesn’t accept bitcoin
7:17 #Ripple and international payments
12:28 “Here’s your #libertarian paradise, have a nice day”
21:15 It works somewhere else!
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Mark B. Spiegel, managing member at Stanphyl Capital, joins the team to discuss his favorite ideas, long and short.
2:47 #Tesla, a love affair in reverse
6:40 Opportunities in the nano-cap realm
10:02 Fewer public #companies. Less value?
12:13 Mark’s thoughts on agricultural #commodities
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Porter Stansberry, founder and editor of Stansberry Research, joins Jim for an enlivening conversation about the business and financial world at large.
1:33 What do people want to do with their money?
5:08 1999 and today
8:01 The #bitcoin pitch
12:48 Where is the #value?
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Jim wraps up a most unusual 2017 and looks forward to the year to come.
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Grant’s welcomes Victor Shih, associate professor at The University of California, San Diego, to discuss that crucial question.
0:40 The #Steinhoff Saga
6:47 Is #China set up for near term financial calamity?
9:12 Debt service rising faster than #GDP
13:13 We owe it to ourselves
17:30 Economic rebound ahead of the #19th Party Congress
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at...

JHL Capital chief investment officer James Litinksy joins Grant’s to share his views on opportunities and risks around the world.
0:56 #India: Country of the future?
4:50 Current opportunities after a strong #rally
8:18 How to play late cycle in the #U.S.
10:47 The most vulnerable financial #assets
14:34 How much #cash to hold?
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Special guest Bill Fleckenstein joins the Grant’s team to take inventory of current conditions
1:35 Triple-B-rated #bonds yielding less than zero
5:43 #Bitcoin and the apocalypse
7:28 #Tech, then and now
12:34 #Trump and volatility
15:52 What’s different this time?
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

A lively discussion of the sometimes-lengthy wait for investment ideas to come to fruition
1:55 Skeptical analysis of #General Electric in 1990 and thereafter
8:16 2006 and structured #credit
12:22 #Valeant Pharmaceuticals in 2014
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

Jim and Evan discuss the outlook for crude oil and other commodities with fund manager Adam Rozencwajg
0:48 President #Trump vs Candidate Trump
4:42 Adam’s thoughts on #oil
6:44 How to play a rising oil price
13:00 Implications of increased hedging activity
15:53 The outlook for #copper and #gold

Jim, Evan and Phil take inventory of notable financial developments, big and small, around the globe
0:37 European #highyield or Treasurys, take your pick
3:44 Homeowners in #China taking a shine to mortgage debt
7:13 Securities analysis is back
11:45 Cliff Asness, momentum and #Amazon
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com

A common theme connecting some of today’s most popular investments: a very, very long time horizon
1:30 #Austria floats a 100-year bond
3:24 Limited supply of #bitcoin?
4:24 #Tesla promises one million cars per year
7:30 Five year/five year #Euro inflation swap rate
12:58 Hawkish hints
16:40 Half-empty #FOMC
Subscribe to Grant’s Podcast on iTunes, Stitcher, iHeart Radio and Google Play Music. Grant’s Interest Rate Observer is available at http://www.grantspub.com